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Portfolio Management System

Portfolio Management System. Introduction to Software Installation : Installation of Portfolio Management System is very easy and User friendly. Software gets Installed in very less time with few clicks only. Prerequisite setups:

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Portfolio Management System

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  1. Portfolio Management System • Introduction to Software Installation: • Installation of Portfolio Management System is very easy and User friendly. • Software gets Installed in very less time with few clicks only. • Prerequisite setups: • If prerequisite setups are not available in your Computer, installable setup files for those • are readily available in Software CD.

  2. Portfolio Management System • Prerequisites: • Following is the Only prerequisite for Installation of Portfolio Management System. • Microsoft Dot Net Framework 3.5 • If ‘Microsoft Dot Net Framework 3.5’ is not available in your Computer, then installable setup is readily available within the CD.

  3. Portfolio Management System • Welcome to Portfolio Management System Installation: • Please insert Portfolio Management System CD in CD drive. It will automatically display following Screen. • Click on ‘Next’button to proceed to License Agreement Screen.

  4. Portfolio Management System • License Agreement Screen: • Please read ‘License Agreement’ carefully. • Clicking ‘Cancel’ button will discontinue installation.

  5. Portfolio Management System • License Agreement Screen Continued… • Clicking ‘I Agree’ will enable ‘Next’ button. • Clicking ‘Next’ button will continue installation.

  6. Portfolio Management System • Customer Information Screen: • This page will display Customer Information like his Computer Name and Organization. • Please enter ‘Serial number’ available on CD.

  7. Portfolio Management System • Customer Information Screen Continued… • If incorrect Serial Number is entered, following Error message will be displayed. • Please click on ‘OK’ button and re-enter ‘Serial number’ correctly. Click on ‘Next’ button to continue.

  8. Portfolio Management System • Select Installation Folder Screen: • This screen facilitates User to change ‘Folder’ Location and ‘System Users’ if required. • Please click on ‘Next’ button to continue.

  9. Portfolio Management System • Confirm Installation Screen: • This screen requests to Confirm installation. • Please click on ‘Next’ button to continue.

  10. Portfolio Management System • Installing Portfolio Management System Screen: • This screen shows the Progress of installation. • Application will be installed very quickly and Installation Complete Screen will be displayed.

  11. Portfolio Management System • Installation Complete Screen: • Portfolio Management System is successfully installed in your Computer. • Click ‘Close’ button to Exit. Shortcut of this Software will be automatically created on your Desktop. Clicking shortcut will open Login Screen.

  12. Portfolio Management System • Login Screen: • For First time Login enter User Name and Password as ‘admin’. Select Role as ‘Admin’ to Continue. • Once you Login as ‘Admin’ you can define Users, and Roles. For further details please refer User Manual.

  13. Portfolio Management System • Frequently Asked Questions - • Following are some selected Frequently Asked Questions. All Frequently Asked Questions are available in our website. http://www.panoramicuniversal.com/infotech/PMS.html • How Portfolio Management System is helpful for me?It is very unique and advantageous software for tracking Investment transactions. It is very easy to take backup and restore application data. Keeping cheque transactions is easily manageable. It also supports multiple currencies. • Whether Portfolio Management System needs to be installed on every client machine? Portfolio Management System is purely window based system. • It has to be installed on every client machine.

  14. Portfolio Management System • Frequently Asked Questions Continued… • What security does Portfolio Management System provide to Users?Every User is given special rights depending on which User can be restricted to certain modules / functionalities. Thus it ensures User will not be able to do much more than he is authenticated to do. • Is my data secured from outside the world?Yes, database will install in your territory. So you can provide all security to your server where it has been installed.

  15. Portfolio Management System • Contact Us • Development Centre • Panoramic Universal Limited, Plot No. X-5/3, Techno city, • 11th Floor, 1103-1105, Opp.MBP, MIDC, Mahape, Navi Mumbai - 400701. • Phone #: 27780178 / 61156999 • Corporate Office • Panoramic Universal Limited, Aman Chambers, 4th Floor, • Opp. Bengal Chemicals, Prabhadevi, Mumbai – 400 025. • Phone #: 022 6616 4000 • Website: www.panoramicuniversal.com • e-mail:info@panoramicuniversal.com

  16. Portfolio Management System Thank You

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